1. Start with the journey, not the caller’s memory
A prospective client may remember a broad source such as Google, a referral or an advertisement. That answer can be too general to guide a budget decision. Bosseo’s public Lead Attribution page describes a record containing the channel, referrer, landing page, device and session detail, with intake answers attached. It also describes journeys that can include organic search, AI referral, Local Services Ads, direct traffic and referrals. For Marina matters, ask whether your records can distinguish a visitor who reached a Marina-relevant page from someone who contacted the firm through another route while physically located elsewhere. Do not assume that a Marina address, page view or inquiry proves where a matter originated.
Recommended approach
Review the fields currently captured for inquiries associated with Marina and Monterey County. Decide which geographic, service and outcome fields are necessary for your firm’s own reporting, then compare that requirement with the records Bosseo demonstrates in consultation.
